ITR 2 Form: Procedure to Fill | How to efile ITR-2 Form

In this article, we will discuss in detail about ITR 2 form i.e. procedure to fill, procedure to file online and answer your all queries related ITR-2 form. You can download ITR-2 form in Excel and Java utility along with instructions. The ITR-2 form recently updated by Income Tax Department on 14th July 2017.

ITR-2 applicable to me or Not for A.Y. 2017-18?

If you have the following incomes then you need to file ITR 2.

  • Income from Salary/Pension
  • Income from House Property
  • Income from Capital Gains (Short term or Long term) even losses
  • Income from other Sources
  • Income of a person as a partner in the firm (Before A.Y. 2017-18 this income was mentioned in ITR-3, but now in ITR-2)
  • Agricultural Income More than Rs.5000
  • Foreign Income/Foreign Assets

If you are eligible to file ITR-1 then you will not file ITR-2. Please read ITR-1 form detail here.

The following image will help you to know which ITR form to file for A.Y. 2017-18.

which itr form to use

Amendments in ITR 2 Form for A.Y. 2017-18

  1. A new column inserted in ITR-2 “Income of Person as a Partner in a Firm or Association of Persons”. First it was in ITR-3 form.
  2. Now, you will have to declare the value of assets and liabilities above Rs.50 lakhs in schedule ‘AL’ of ITR-2 form
  3. From A.Y. 2017-18, you must mention Aadhaar number in ITR-2. If you have not Aadhaar card then apply it and mention Enrollment ID.
  4. A new column has inserted i.e. schedule ‘OS’ to declare unexplained credit or investment and dividend received from domestic companies above Rs. 10 lakhs.
  5. If you deposited Rs 2 lakh or more from 9th November 2016 to 30th December 2016 then you must fill the column of cash deposited during the demonetization period.

How to File ITR-2 Form for A.Y. 2017-18

You can file ITR-2 online or offline. Here is the complete procedure to file ITR-2 online or offline.

Procedure to file ITR-2 Online:

Filing the information in ITR-2 – Very Simple – Step by Step

Step 1 Download ITR-2 Excel Utility
Step 2 Fill all worksheets and schedules as applicable in ITR-2
Step 3 Fill TDS detail worksheet
Step 4 Fill all TCS detail worksheet
Step 5 Fill taxes paid and verification worksheet of ITR-2 Form
Step 6 Fill 80G donation detail worksheet
Step 7 After filling all detail click on validate
Step 8 After validation click on Generate XML
Step 9 After XML generation, you are ready to file ITR-2

Now Procedure to e-File ITR-2 on https://incometaxindiaefiling.gov.in/

Step 1 Visit here -> http://incometaxindiaefiling.gov.in/eFiling/
Step 2 If you already registered then login
Step 3 If you are not registered then click on register yourself
Step 4 After login click on e-file
Step 5 Then select assessment year and select ITR-2 here
Step 6 Browse your XML file as generated above
Step 7 Select digitally sign as Yes (if you have digital signature), if Not then select No
Step 8 Click on Submit button
Step 9 System will generate ITR-V, Print it
Step 10 Send ITR-V to the address given in ITR-V
Step 11 E-verify your return – Check here how to e-verify Income Tax Return

Offline Procedure to Fill and Submit ITR-2

You can file Income Tax Return in ITR-2 offline if you qualify the following conditions.

  1. If you have less than Rs.5 lakh income and don’t want to claim refund.
  2. If you are of the age of 80 years or more.

To file offline ITR-2, you have to fill ITR-2 schedules as applicable and deposit in your ward range income tax department office.

ITR-2 Schedules with Descriptions

PART A- GENERAL Personal Info., Filing Status Details of personal information and filing status
PARTB – TI – TTI PartB-TI ,PartB-TTI, Verification Computation of total income, tax liability and details of income from salary
IT Tax Payments Details of Advance Tax and Self Assessment Tax Payments of Income-tax
TDS Tax Payments (TDS1,TDS2,TDS3) Details of Tax Deducted/Collected at Source on Income
TCS Tax Payments (TCS) Details of Tax Collected at Source [As per Form 27D issued by the Collector(s)]
SALARY Schedule S Details of Income from Salary
HOUSE_PROPERTY Schedule HP Details of Income from House Property
BP Schedule BP Details of Income from Business
CG Schedule CG Details of Capital Gains
OS  Schedule OS Income from other sources
CYLA-BFLA Schedule CYLA, Schedule BFLA Details of Income after set-off of current years losses and Brought Forward Losses of earlier years
CFL ScheduleCFL Details of Losses to be carried forward to future Years
80G Schedule 80G Details of donations entitled for deduction under section 80G
VIA Schedule VIA Details of Deductions under Chapter VI-A
SPI – SI – IF Schedule SPI, Schedule SI, Schedule IF Details of Income of specified person,  Income chargeable to Income tax at special rates and details of firm
EI Schedule EI Details of Exempt Income (Income not to be included in Total Income)
PTI Schedule PTI Pass Through Income details from business trust or investment fund as per section 115UA, 115UB
FSI Schedule FSI Details of Income accruing or arising outside India
TR_FA Schedule TR, Schedule FA Schedule TR Details of Tax Relief claimed under Section 90 or Section 90A or Section 91, Schedule FA Details of foreign assets
SCH5A Schedule 5A Information regarding apportionment of income between spouses governed by Portuguese Civil Code
AL Schedule AL Details of Assets and Liabilities

Download ITR-2 Form (A.Y.2017-18)

ITR-2 Forms (A.Y.2017-18) Download Here
ITR-2 (Excel Utility) Download Here
ITR-2 (Java Utility) Download Here
ITR-2 (Instructions) Download Here

One should consider the last date/deadlines to file ITR-2 as delayed returns attracts penal interest according to income tax rules. Please refer Income Tax Obligation Calendar to check all the deadlines for A.Y. 2017-18.

Useful Guides to File ITR-2

Income Tax Slabs
Obligation to File Return
Computation of Total Income
Capital Gains Tax Rates
Cost of Inflation Index
How to Verify Income Tax Return
How to Send ITR-V to CVC
Which ITR Form Applicable to Me
How to File Income Tax Return Step by Step

Download ITR-2 Form (A.Y.2016-17)

ITR 2 – Excel Utility (Zip Format)

Download ITR-2 Form (A.Y.2015-16)

Download ITR-2 Form (A.Y.2014-15)

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59 Comments

Add a Comment
  1. sukhpreet singh

    Hello All,
    I have downloaded the Excel utility for ITR2 yesterday (22/07). The Part A General tab is greyed out and is a protected cell for input of the Aadhar No. I’m unble to proceed with the uploads as it mentions Aadhar is mandatory. Are the others facing the same issue? Any inputs to follow to get around this issue?

  2. Hello All,
    I have downloaded the Excel utility for ITR2 on 15-7-17. The Part A General tab is greyed out and is a protected cell for input of answer yes/no for Do you want to take benefet under section 115H…….and the Aadhar No. I’m unble to proceed with the uploads as it mentions Aadhar is mandatory. Are the others facing the same issue? Any inon puts to follow to get around this issue?

    1. I also faced the same problem. please deselect and again select the status filed as individual these grey cells of UId and 15H will become green

    2. Please deselect the status of filing and then again select it as “Individual” from drop down menu. Once its done, the grey cells of UID and 115H would get unprotected and you can enter the details. Thanks

  3. Hello All,
    I have downloaded the Excel utility for ITR2 yesterday (22/07). The Part A General tab is greyed out and is a protected cell for input of the Aadhar No. I’m unble to proceed with the uploads as it mentions Aadhar is mandatory. Are the others facing the same issue? Any inputs to follow to get around this issue?

    1. Try it using Java utility , Aadhaar card field is editable in JAva utility

    2. I am experiencing the same problem. Where do we look for a solution?

    3. Please de-select the status button and again select as “Individual”. the grey cells of UID, 15H will now unlock for data entry..

  4. sankar majumdar

    Form 26 AS showing no transaction present but account showing tds for 2015-16 RS3609 on diffrent TDR linked account in the main account of SBI badkulla br .11374.TAN CALS21057B my income is below the limit.how do i get back the amount. i applied to get FORM 16 on 11/7/2017.but branch manager won’t co operate with me now what can i do and who is the authority whom i pray.

  5. Vidyadhar Patil

    Cells to enter Aadhar No are protected. How to fill them up?

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